Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Jo Otlewis is an active broker with Piper Sandler & Co. Debra has been in the industry since 1983. Debra has a total of 11 approved SRO registrations, 1 approved FINRA registration, and 53 approved state registrations. Debra has passed the Series 63, 52TO, SIE and Series 7 exams. Prior to joining Piper Sandler & Co., Debra worked at BMO CAPITAL MARKETS GKST INC., Salomon Smith Barney Inc., Lehman Brothers Inc. and Lehman Brothers Kuhn Loeb Incorporated. Debra has been registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
10/10/2015 - Present
Piper Sandler & Co. (Milwaukee WI)
IL
01/21/1999 - 10/19/2015
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
NY
09/27/1993 - 12/31/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/21/1983 - 09/28/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/23/1983 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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